Trusts & Legacy

Trust reviews

Checking that an existing arrangement still does what it was meant to.

Trusts created years ago may no longer suit the family, the assets or the rules. Beneficiaries grow up, trustees move away or die, and reporting and registration obligations change.

A review considers whether the arrangement remains appropriate and what, if anything, should be done about it. Some trusts can be varied; others cannot, which is itself worth knowing.

Things worth considering

Registration and reporting requirements may have changed since creation
Trustee appointments should be checked and refreshed
Some arrangements can be varied; others cannot

Enquire about trust reviews

Tell us what you would like to protect or resolve. One named contact will read your enquiry personally and come back to you.

One dedicated point of contact
No call centres
Introductions handled discreetly
Serving Hampshire, West Sussex, Surrey and the Isle of Wight

Cromwell Associates coordinates enquiries and introduces clients to appropriately qualified specialists. We do not provide regulated financial, legal or tax advice, and submitting this form places you under no obligation.

Your enquiry is reviewed personally before any introduction is made.

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Please do not send medical details, account numbers or other sensitive information. Cromwell Associates is an enquiry and introduction service: it does not give advice, recommend policies or arrange cover. Insurance introductions are passed on by hand to a suitable specialist, and other services to an appropriate partner. Cromwell Associates may receive a referral payment if you go on to use a service.